Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding TRO SPEC MODGRTH ALLOC I in their Schedule of Assets, totaling $6.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METABOLON, INC. METABOLON 401(K) PLAN | MORRISVILLE NC | 122 | $25.4M | $2.1M |
| 2 | CHARLES MATOIAN ENTERPRISES, INC CHARLES MATOIAN ENTERPRISES, INC. DBA OK PRODUCE 401(K) | FRESNO CA | 206 | $25.8M | $997K |
| 3 | ASIAN AMERICAN DRUG ABUSE AADAP, INC. 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 129 |
| $11.3M |
| $932K |
| 4 | TEMENOS USA INC. TEMENOS USA INC. | MALVERN PA | 280 | $51.4M | $794K |
| 5 | UNITED DENTAL PARTNERS, LLC UNITED DENTAL PARTNERS, LLC 401(K) PROFIT SHARING & PLAN | CHICAGO IL | 324 | $7.6M | $738K |
| 6 | VYGON CORPORATION VYGON CORPORATION 401(K) PLAN | LANSDALE PA | 59 | $5.9M | $414K |
| 7 | SCHEFFEL & COMPANY, P.C. SCHEFFEL BOYLE 401(K) PROFIT SHARING PLAN | ALTON IL | 92 | $38.0M | $175K |
| 8 | EXECUTECH UTAH, LLC EXECUTECH 401(K) PLAN | SOUTH JORDAN UT | 304 | $8.4M | $126K |
| 9 | MAKHTESHIM AGAN OF NORTH AMERICA MAKHTESHIM AGAN OF NORTH AMERICA 401(K) PROFIT SHARING PLAN & TRU | RALEIGH NC | 196 | $27.7M | $113K |
| 10 | PLAZA MOTORS, INC PLAZA MOTORS, INC 401(K) PLAN | CATHEDRAL CITY CA | 94 | $5.7M | $94K |
